ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618,063 shares; 2024Q4: 1,533,106 shares; 2025Q1: 1,707,760 shares; 2025Q2: 44,844,379 shares; 2025Q3: 44,742,415 shares 44,742,415 $982M 16.8% -101,964 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,447 shares; 2024Q4: 612,840 shares; 2025Q1: 610,575 shares; 2025Q2: 628,940 shares; 2025Q3: 627,781 shares 627,781 $479M 8.19% -1,159 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,299 shares; 2024Q4: 507,298 shares; 2025Q1: 511,764 shares; 2025Q2: 526,772 shares; 2025Q3: 528,701 shares 528,701 $324M 5.54% +1,929 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,687 shares; 2024Q4: 177,905 shares; 2025Q1: 167,007 shares; 2025Q2: 313,855 shares; 2025Q3: 312,812 shares 312,812 $208M 3.56% -1,043 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,673 shares; 2024Q4: 321,456 shares; 2025Q1: 308,276 shares; 2025Q2: 332,258 shares; 2025Q3: 333,855 shares 333,855 $173M 2.96% +1,597 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,888 shares; 2024Q4: 618,975 shares; 2025Q1: 593,464 shares; 2025Q2: 669,401 shares; 2025Q3: 665,001 shares 665,001 $169M 2.9% -4,400 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,514 shares; 2024Q4: 1,043,404 shares; 2025Q1: 1,118,864 shares; 2025Q2: 1,188,453 shares; 2025Q3: 1,223,743 shares 1,223,743 $128M 2.19% +35,290 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,908 shares; 2024Q4: 452,795 shares; 2025Q1: 433,590 shares; 2025Q2: 470,764 shares; 2025Q3: 466,102 shares 466,102 $113M 1.94% -4,662 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333,155 shares; 2024Q4: 1,359,821 shares; 2025Q1: 1,445,159 shares; 2025Q2: 1,749,308 shares; 2025Q3: 1,861,216 shares 1,861,216 $112M 1.91% +111,908 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,910 shares; 2024Q4: 141,159 shares; 2025Q1: 139,535 shares; 2025Q2: 152,782 shares; 2025Q3: 154,565 shares 154,565 $103M 1.77% +1,783 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704,043 shares; 2024Q4: 1,720,635 shares; 2025Q1: 1,687,239 shares; 2025Q2: 1,613,259 shares; 2025Q3: 1,625,570 shares 1,625,570 $89.9M 1.54% +12,311 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,013 shares; 2024Q4: 327,548 shares; 2025Q1: 331,801 shares; 2025Q2: 1,469,685 shares; 2025Q3: 1,482,223 shares 1,482,223 $89M 1.52% +12,538 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,272 shares; 2024Q4: 377,698 shares; 2025Q1: 358,657 shares; 2025Q2: 377,332 shares; 2025Q3: 376,191 shares 376,191 $82.6M 1.41% -1,141 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,294 shares; 2024Q4: 16,547 shares; 2025Q1: 17,888 shares; 2025Q2: 738,097 shares; 2025Q3: 739,801 shares 739,801 $74.2M 1.27% +1,704 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,196 shares; 2024Q4: 70,523 shares; 2025Q1: 67,941 shares; 2025Q2: 80,032 shares; 2025Q3: 77,062 shares 77,062 $56.6M 0.97% -2,970 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,419 shares; 2024Q4: 216,934 shares; 2025Q1: 202,945 shares; 2025Q2: 182,385 shares; 2025Q3: 174,808 shares 174,808 $49.3M 0.84% -7,577 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791,529 shares; 2024Q4: 1,773,598 shares; 2025Q1: 1,752,367 shares; 2025Q2: 1,547,218 shares; 2025Q3: 1,498,816 shares 1,498,816 $42.3M 0.72% -48,402 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,499 shares; 2024Q4: 289,339 shares; 2025Q1: 299,246 shares; 2025Q2: 310,219 shares; 2025Q3: 362,802 shares 362,802 $38.7M 0.66% +52,583 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,193 shares; 2024Q4: 121,549 shares; 2025Q1: 113,474 shares; 2025Q2: 113,208 shares; 2025Q3: 112,894 shares 112,894 $38.5M 0.66% -314 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034,599 shares; 2024Q4: 953,349 shares; 2025Q1: 769,532 shares; 2025Q2: 697,962 shares; 2025Q3: 627,317 shares 627,317 $36.9M 0.63% -70,645 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,690 shares; 2024Q4: 102,402 shares; 2025Q1: 94,687 shares; 2025Q2: 105,023 shares; 2025Q3: 110,405 shares 110,405 $34.8M 0.6% +5,382 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,738 shares; 2024Q4: 318,117 shares; 2025Q1: 271,603 shares; 2025Q2: 398,183 shares; 2025Q3: 389,896 shares 389,896 $34M 0.58% -8,287 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,976 shares; 2024Q4: 181,743 shares; 2025Q1: 180,693 shares; 2025Q2: 239,739 shares; 2025Q3: 232,592 shares 232,592 $32.8M 0.56% -7,147 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,791 shares; 2024Q4: 71,511 shares; 2025Q1: 82,616 shares; 2025Q2: 88,151 shares; 2025Q3: 103,202 shares 103,202 $31.2M 0.53% +15,051 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,648 shares; 2024Q4: 909,075 shares; 2025Q1: 942,911 shares; 2025Q2: 821,810 shares; 2025Q3: 791,995 shares 791,995 $31M 0.53% -29,815 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,741 shares; 2024Q4: 328,891 shares; 2025Q1: 341,351 shares; 2025Q2: 369,000 shares; 2025Q3: 383,150 shares 383,150 $30.6M 0.52% +14,150 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,857 shares; 2024Q4: 134,248 shares; 2025Q1: 129,563 shares; 2025Q2: 128,546 shares; 2025Q3: 129,831 shares 129,831 $30.1M 0.51% +1,285 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,403 shares; 2024Q4: 25,000 shares; 2025Q1: 23,719 shares; 2025Q2: 32,322 shares; 2025Q3: 32,275 shares 32,275 $29.9M 0.51% -47 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,387 shares; 2024Q4: 373,536 shares; 2025Q1: 384,552 shares; 2025Q2: 498,530 shares; 2025Q3: 540,385 shares 540,385 $29.3M 0.5% +41,855 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,319 shares; 2024Q4: 416,889 shares; 2025Q1: 369,908 shares; 2025Q2: 361,200 shares; 2025Q3: 345,758 shares 345,758 $29M 0.5% -15,442 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 14,134 shares; 2025Q1: 14,134 shares; 2025Q2: 207,256 shares; 2025Q3: 206,907 shares 206,907 $28.6M 0.49% -349 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,757 shares; 2024Q4: 68,705 shares; 2025Q1: 69,503 shares; 2025Q2: 118,518 shares; 2025Q3: 116,615 shares 116,615 $28.2M 0.48% -1,903 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,043 shares; 2024Q4: 292,326 shares; 2025Q1: 299,045 shares; 2025Q2: 307,493 shares; 2025Q3: 322,953 shares 322,953 $27.2M 0.46% +15,460 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 8,634 shares; 2025Q3: 302,133 shares 302,133 $27M 0.46% +293,499 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,466 shares; 2024Q4: 371,586 shares; 2025Q1: 362,820 shares; 2025Q2: 353,179 shares; 2025Q3: 263,047 shares 263,047 $26.7M 0.46% -90,132 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,706 shares; 2024Q4: 247,960 shares; 2025Q1: 297,713 shares; 2025Q2: 342,693 shares; 2025Q3: 347,615 shares 347,615 $26.2M 0.45% +4,922 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,210 shares; 2024Q4: 105,570 shares; 2025Q1: 116,290 shares; 2025Q2: 636,044 shares; 2025Q3: 692,124 shares 692,124 $25.8M 0.44% +56,080 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,513 shares; 2024Q4: 363,101 shares; 2025Q1: not reported; 2025Q2: 128,655 shares; 2025Q3: 125,410 shares 125,410 $23.4M 0.4% -3,245 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,937 shares; 2024Q4: 149,587 shares; 2025Q1: 101,001 shares; 2025Q2: 75,814 shares; 2025Q3: 69,923 shares 69,923 $23.3M 0.4% -5,891 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,243 shares; 2024Q4: 278,040 shares; 2025Q1: 700,592 shares; 2025Q2: 609,368 shares; 2025Q3: 494,953 shares 494,953 $22.3M 0.38% -114,415 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,741 shares; 2024Q4: 122,064 shares; 2025Q1: 116,136 shares; 2025Q2: 115,750 shares; 2025Q3: 113,862 shares 113,862 $21.1M 0.36% -1,888 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,639 shares; 2024Q4: 41,226 shares; 2025Q1: 40,064 shares; 2025Q2: 42,802 shares; 2025Q3: 43,283 shares 43,283 $21M 0.36% +481 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,883 shares; 2025Q1: 16,916 shares; 2025Q2: 18,005 shares; 2025Q3: 17,922 shares 17,922 $20.9M 0.36% -83 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,123 shares; 2024Q4: 142,195 shares; 2025Q1: 151,969 shares; 2025Q2: 177,239 shares; 2025Q3: 183,379 shares 183,379 $20.3M 0.35% +6,140 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,491 shares; 2024Q4: 617,950 shares; 2025Q1: 633,126 shares; 2025Q2: 709,035 shares; 2025Q3: 701,798 shares 701,798 $19.6M 0.33% -7,237 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,190 shares; 2024Q4: 80,591 shares; 2025Q1: 74,263 shares; 2025Q2: 68,616 shares; 2025Q3: 80,188 shares 80,188 $19M 0.33% +11,572 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,263 shares; 2024Q4: 282,761 shares; 2025Q1: 310,924 shares; 2025Q2: 327,350 shares; 2025Q3: 377,720 shares 377,720 $18.9M 0.32% +50,370 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,261 shares; 2024Q4: 100,040 shares; 2025Q1: 118,228 shares; 2025Q2: 289,122 shares; 2025Q3: 288,199 shares 288,199 $18.8M 0.32% -923 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,762 shares; 2024Q4: 29,212 shares; 2025Q1: 29,123 shares; 2025Q2: 67,683 shares; 2025Q3: 66,542 shares 66,542 $18.7M 0.32% -1,141 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,086 shares; 2024Q4: 45,102 shares; 2025Q1: 43,429 shares; 2025Q2: 43,954 shares; 2025Q3: 51,623 shares 51,623 $18.2M 0.31% +7,669 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,660 shares; 2024Q4: 198,677 shares; 2025Q1: 198,635 shares; 2025Q2: 210,554 shares; 2025Q3: 209,424 shares 209,424 $17.6M 0.3% -1,130 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,921 shares; 2024Q4: 269,512 shares; 2025Q1: 285,305 shares; 2025Q2: 353,175 shares; 2025Q3: 318,830 shares 318,830 $17.3M 0.3% -34,345 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,153 shares; 2024Q4: 54,443 shares; 2025Q1: 50,979 shares; 2025Q2: 53,643 shares; 2025Q3: 50,072 shares 50,072 $17.3M 0.3% -3,571 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,371 shares; 2024Q4: 342,258 shares; 2025Q1: 379,283 shares; 2025Q2: 334,495 shares; 2025Q3: 317,536 shares 317,536 $17.1M 0.29% -16,959 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,700 shares; 2024Q4: 85,476 shares; 2025Q1: 80,863 shares; 2025Q2: 110,223 shares; 2025Q3: 108,875 shares 108,875 $16.8M 0.29% -1,348 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,582 shares; 2024Q4: 67,920 shares; 2025Q1: 64,016 shares; 2025Q2: 64,789 shares; 2025Q3: 64,538 shares 64,538 $16.6M 0.28% -251 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,299 shares; 2024Q4: 85,263 shares; 2025Q1: 80,307 shares; 2025Q2: 71,990 shares; 2025Q3: 67,929 shares 67,929 $16.3M 0.28% -4,061 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,156 shares; 2024Q4: 125,409 shares; 2025Q1: 132,189 shares; 2025Q2: 140,767 shares; 2025Q3: 147,115 shares 147,115 $16.2M 0.28% +6,348 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,837 shares; 2024Q4: 1,132,540 shares; 2025Q1: 1,251,355 shares; 2025Q2: 1,463,973 shares; 2025Q3: 1,494,661 shares 1,494,661 $16.2M 0.28% +30,688 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,131 shares; 2024Q4: 448,099 shares; 2025Q1: 456,367 shares; 2025Q2: 472,949 shares; 2025Q3: 467,486 shares 467,486 $15M 0.26% -5,463 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,685 shares; 2024Q4: 113,971 shares; 2025Q1: 113,120 shares; 2025Q2: 111,478 shares; 2025Q3: 110,771 shares 110,771 $14.8M 0.25% -707 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,567 shares; 2025Q1: 3,216 shares; 2025Q2: 11,882 shares; 2025Q3: 12,244 shares 12,244 $14.7M 0.25% +362 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,933 shares; 2024Q4: 54,502 shares; 2025Q1: 58,136 shares; 2025Q2: 84,057 shares; 2025Q3: 95,332 shares 95,332 $14.6M 0.25% +11,275 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,485 shares; 2024Q4: 148,758 shares; 2025Q1: 137,646 shares; 2025Q2: 134,077 shares; 2025Q3: 129,464 shares 129,464 $14.6M 0.25% -4,613 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,474 shares; 2024Q4: 71,218 shares; 2025Q1: 67,955 shares; 2025Q2: 75,597 shares; 2025Q3: 73,387 shares 73,387 $14.5M 0.25% -2,210 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,296 shares; 2024Q4: 316,680 shares; 2025Q1: 320,943 shares; 2025Q2: 326,613 shares; 2025Q3: 330,516 shares 330,516 $14.5M 0.25% +3,903 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,684 shares; 2024Q4: 206,764 shares; 2025Q1: 205,180 shares; 2025Q2: 210,374 shares; 2025Q3: 207,545 shares 207,545 $14.5M 0.25% -2,829 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,471 shares; 2024Q4: 49,629 shares; 2025Q1: 47,410 shares; 2025Q2: 47,834 shares; 2025Q3: 47,749 shares 47,749 $14.2M 0.24% -85 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,902 shares; 2024Q4: 116,531 shares; 2025Q1: 122,960 shares; 2025Q2: 169,722 shares; 2025Q3: 168,460 shares 168,460 $14.1M 0.24% -1,262 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,654 shares; 2024Q4: 67,077 shares; 2025Q1: 69,341 shares; 2025Q2: 64,982 shares; 2025Q3: 62,424 shares 62,424 $13.5M 0.23% -2,558 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,663 shares; 2024Q4: 40,471 shares; 2025Q1: 39,239 shares; 2025Q2: 53,050 shares; 2025Q3: 54,756 shares 54,756 $13.3M 0.23% +1,706 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,818 shares; 2024Q4: 178,009 shares; 2025Q1: 183,353 shares; 2025Q2: 243,131 shares; 2025Q3: 195,795 shares 195,795 $13.2M 0.23% -47,336 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,937 shares; 2024Q4: 116,526 shares; 2025Q1: 115,611 shares; 2025Q2: 135,960 shares; 2025Q3: 133,866 shares 133,866 $12.9M 0.22% -2,094 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,348 shares; 2024Q4: 212,375 shares; 2025Q1: 161,575 shares; 2025Q2: 93,516 shares; 2025Q3: 104,177 shares 104,177 $12.5M 0.21% +10,661 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,101 shares; 2025Q1: 5,100 shares; 2025Q2: 99,829 shares; 2025Q3: 85,184 shares 85,184 $12.4M 0.21% -14,645 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,547 shares; 2024Q4: 20,225 shares; 2025Q1: 19,965 shares; 2025Q2: 21,376 shares; 2025Q3: 20,775 shares 20,775 $12.4M 0.21% -601 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 29,200 shares; 2025Q1: 37,419 shares; 2025Q2: 41,227 shares; 2025Q3: 42,835 shares 42,835 $12.3M 0.21% +1,608 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,017 shares; 2024Q4: 27,566 shares; 2025Q1: 26,444 shares; 2025Q2: 24,966 shares; 2025Q3: 24,455 shares 24,455 $12.2M 0.21% -511 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,837 shares; 2024Q4: 113,205 shares; 2025Q1: not reported; 2025Q2: 52,688 shares; 2025Q3: 43,235 shares 43,235 $12.1M 0.21% -9,453 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,497 shares; 2024Q4: 46,008 shares; 2025Q1: 46,104 shares; 2025Q2: 78,210 shares; 2025Q3: 99,621 shares 99,621 $12M 0.21% +21,411 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,047 shares; 2024Q4: 49,897 shares; 2025Q1: 49,834 shares; 2025Q2: 99,281 shares; 2025Q3: 100,484 shares 100,484 $11.9M 0.2% +1,203 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,447 shares; 2025Q1: 310,142 shares; 2025Q2: 394,531 shares; 2025Q3: 405,898 shares 405,898 $11.7M 0.2% +11,367 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,870 shares; 2024Q4: 106,641 shares; 2025Q1: 101,847 shares; 2025Q2: 90,814 shares; 2025Q3: 84,218 shares 84,218 $11.7M 0.2% -6,596 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,639 shares; 2024Q4: 158,633 shares; 2025Q1: 155,782 shares; 2025Q2: 161,795 shares; 2025Q3: 177,076 shares 177,076 $11.7M 0.2% +15,281 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,321 shares; 2024Q4: 215,451 shares; 2025Q1: 212,137 shares; 2025Q2: 221,201 shares; 2025Q3: 169,853 shares 169,853 $11.6M 0.2% -51,348 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 15,448 shares; 2025Q1: 15,448 shares; 2025Q2: 45,338 shares; 2025Q3: 31,779 shares 31,779 $11.6M 0.2% -13,559 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,248 shares; 2024Q4: 344,876 shares; 2025Q1: 350,183 shares; 2025Q2: 346,945 shares; 2025Q3: 336,491 shares 336,491 $11.6M 0.2% -10,454 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,036 shares; 2024Q4: 255,447 shares; 2025Q1: 253,117 shares; 2025Q2: 257,322 shares; 2025Q3: 252,208 shares 252,208 $11.5M 0.2% -5,114 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 10,691 shares; 2025Q1: 10,869 shares; 2025Q2: 19,340 shares; 2025Q3: 19,933 shares 19,933 $11.3M 0.19% +593 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,325 shares; 2024Q4: 304,462 shares; 2025Q1: 342,522 shares; 2025Q2: 371,573 shares; 2025Q3: 438,795 shares 438,795 $11.3M 0.19% +67,222 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,890 shares; 2024Q4: 35,919 shares; 2025Q1: 35,691 shares; 2025Q2: 35,834 shares; 2025Q3: 36,942 shares 36,942 $11.2M 0.19% +1,108 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,794 shares; 2024Q4: 190,593 shares; 2025Q1: 200,906 shares; 2025Q2: 220,270 shares; 2025Q3: 238,092 shares 238,092 $11.2M 0.19% +17,822 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: 12,903 shares; 2025Q1: 12,972 shares; 2025Q2: 37,803 shares; 2025Q3: 39,467 shares 39,467 $11.1M 0.19% +1,664 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 64,990 shares; 2025Q1: 75,415 shares; 2025Q2: 104,061 shares; 2025Q3: 107,662 shares 107,662 $11.1M 0.19% +3,601 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,281 shares; 2024Q4: 25,539 shares; 2025Q1: 23,390 shares; 2025Q2: 24,000 shares; 2025Q3: 23,780 shares 23,780 $10.9M 0.19% -220 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,908 shares; 2024Q4: 299,392 shares; 2025Q1: 330,736 shares; 2025Q2: 431,934 shares; 2025Q3: 426,639 shares 426,639 $10.9M 0.19% -5,295 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,904 shares; 2024Q4: 23,023 shares; 2025Q1: 22,131 shares; 2025Q2: 25,935 shares; 2025Q3: 26,440 shares 26,440 $10.7M 0.18% +505 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,581 shares; 2024Q4: 113,284 shares; 2025Q1: 107,125 shares; 2025Q2: 93,378 shares; 2025Q3: 90,221 shares 90,221 $10.7M 0.18% -3,157 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,205 shares; 2024Q4: 81,877 shares; 2025Q1: 80,347 shares; 2025Q2: 117,568 shares; 2025Q3: 118,827 shares 118,827 $10.7M 0.18% +1,259 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,956 shares; 2024Q4: 255,067 shares; 2025Q1: 253,991 shares; 2025Q2: 261,317 shares; 2025Q3: 260,296 shares 260,296 $10.6M 0.18% -1,021 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 99,141 shares; 2025Q1: 103,252 shares; 2025Q2: 109,159 shares; 2025Q3: 110,104 shares 110,104 $10.6M 0.18% +945 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,770 shares; 2024Q4: 166,089 shares; 2025Q1: 166,941 shares; 2025Q2: 171,145 shares; 2025Q3: 170,181 shares 170,181 $10.3M 0.18% -964 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 243,055 shares; 2025Q1: 270,705 shares; 2025Q2: 392,975 shares; 2025Q3: 395,046 shares 395,046 $10.3M 0.18% +2,071 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,230 shares; 2024Q4: 254,254 shares; 2025Q1: 302,531 shares; 2025Q2: 373,843 shares; 2025Q3: 418,943 shares 418,943 $10.2M 0.17% +45,100 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,112 shares; 2024Q4: 328,926 shares; 2025Q1: 309,227 shares; 2025Q2: 293,069 shares; 2025Q3: 285,258 shares 285,258 $10.1M 0.17% -7,811 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,039 shares; 2025Q3: 36,981 shares 36,981 $10.1M 0.17% +31,942 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,674 shares; 2024Q4: 112,422 shares; 2025Q1: 112,580 shares; 2025Q2: 109,139 shares; 2025Q3: 106,542 shares 106,542 $10.1M 0.17% -2,597 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,914 shares; 2024Q4: 199,637 shares; 2025Q1: 196,892 shares; 2025Q2: 204,028 shares; 2025Q3: 220,603 shares 220,603 $9.95M 0.17% +16,575 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,883 shares; 2024Q4: 609,611 shares; 2025Q1: 684,885 shares; 2025Q2: 795,527 shares; 2025Q3: 821,931 shares 821,931 $9.83M 0.17% +26,404 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 6,119 shares; 2025Q1: 5,912 shares; 2025Q2: 29,390 shares; 2025Q3: 29,405 shares 29,405 $9.77M 0.17% +15 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,127 shares; 2024Q4: 86,603 shares; 2025Q1: 75,116 shares; 2025Q2: 67,798 shares; 2025Q3: 68,614 shares 68,614 $9.75M 0.17% +816 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,599 shares; 2024Q4: 337,906 shares; 2025Q1: 365,904 shares; 2025Q2: 403,763 shares; 2025Q3: 404,589 shares 404,589 $9.57M 0.16% +826 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,402 shares; 2024Q4: 55,459 shares; 2025Q1: 48,388 shares; 2025Q2: 39,658 shares; 2025Q3: 61,167 shares 61,167 $9.5M 0.16% +21,509 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,952 shares; 2024Q4: 291,605 shares; 2025Q1: 295,695 shares; 2025Q2: 311,683 shares; 2025Q3: 272,535 shares 272,535 $9.45M 0.16% -39,148 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,346 shares; 2024Q4: 111,506 shares; 2025Q1: 113,606 shares; 2025Q2: 117,995 shares; 2025Q3: 115,011 shares 115,011 $9.33M 0.16% -2,984 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,369 shares; 2024Q4: 14,532 shares; 2025Q1: 14,225 shares; 2025Q2: 16,989 shares; 2025Q3: 18,545 shares 18,545 $9.32M 0.16% +1,556 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,554 shares; 2024Q4: 104,640 shares; 2025Q1: 104,745 shares; 2025Q2: 139,017 shares; 2025Q3: 136,488 shares 136,488 $9.15M 0.16% -2,529 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,211 shares; 2024Q4: 88,645 shares; 2025Q1: 18,352 shares; 2025Q2: 19,896 shares; 2025Q3: 19,484 shares 19,484 $9.13M 0.16% -412 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,279 shares; 2024Q4: 70,346 shares; 2025Q1: 68,441 shares; 2025Q2: 64,901 shares; 2025Q3: 62,903 shares 62,903 $8.83M 0.15% -1,998 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,470 shares; 2025Q1: 6,144 shares; 2025Q2: 51,977 shares; 2025Q3: 51,073 shares 51,073 $8.73M 0.15% -904 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: not reported; 2025Q2: 20,624 shares; 2025Q3: 20,621 shares 20,621 $8.7M 0.15% -3 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,276 shares; 2024Q4: 205,264 shares; 2025Q1: 193,416 shares; 2025Q2: 197,045 shares; 2025Q3: 192,688 shares 192,688 $8.65M 0.15% -4,357 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,516 shares; 2025Q3: 20,657 shares 20,657 $8.56M 0.15% +141 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 24,009 shares; 2025Q1: 22,782 shares; 2025Q2: 20,994 shares; 2025Q3: 29,599 shares 29,599 $8.55M 0.15% +8,605 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,628 shares; 2024Q4: 78,508 shares; 2025Q1: 78,817 shares; 2025Q2: 79,256 shares; 2025Q3: 81,511 shares 81,511 $8.4M 0.14% +2,255 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,068 shares; 2024Q4: 257,835 shares; 2025Q1: 294,871 shares; 2025Q2: 303,142 shares; 2025Q3: 328,376 shares 328,376 $8.19M 0.14% +25,234 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 16,653 shares; 2025Q3: 16,652 shares 16,652 $8.18M 0.14% -1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,051 shares; 2025Q1: 2,135 shares; 2025Q2: 33,174 shares; 2025Q3: 34,020 shares 34,020 $8.14M 0.14% +846 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,398 shares; 2024Q4: 43,200 shares; 2025Q1: 43,860 shares; 2025Q2: 45,741 shares; 2025Q3: 46,297 shares 46,297 $8.08M 0.14% +556 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,489 shares; 2025Q2: 173,487 shares; 2025Q3: 177,086 shares 177,086 $8.01M 0.14% +3,599 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,309 shares; 2025Q1: 2,549 shares; 2025Q2: 25,373 shares; 2025Q3: 42,812 shares 42,812 $8.01M 0.14% +17,439 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,547 shares; 2024Q4: 55,255 shares; 2025Q1: 57,347 shares; 2025Q2: 85,935 shares; 2025Q3: 85,428 shares 85,428 $7.98M 0.14% -507 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,391 shares; 2024Q4: 418,260 shares; 2025Q1: 445,335 shares; 2025Q2: 366,932 shares; 2025Q3: 279,695 shares 279,695 $7.92M 0.14% -87,237 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,041 shares; 2025Q1: 4,213 shares; 2025Q2: 6,937 shares; 2025Q3: 27,716 shares 27,716 $7.82M 0.13% +20,779 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 52,143 shares; 2025Q1: 63,677 shares; 2025Q2: 85,857 shares; 2025Q3: 87,770 shares 87,770 $7.73M 0.13% +1,913 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,111 shares; 2024Q4: 65,397 shares; 2025Q1: 64,219 shares; 2025Q2: 64,577 shares; 2025Q3: 75,040 shares 75,040 $7.7M 0.13% +10,463 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,043 shares; 2024Q4: 55,423 shares; 2025Q1: 53,946 shares; 2025Q2: 54,281 shares; 2025Q3: 53,101 shares 53,101 $7.68M 0.13% -1,180 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,846 shares; 2024Q4: 24,968 shares; 2025Q1: 24,572 shares; 2025Q2: 25,711 shares; 2025Q3: 26,031 shares 26,031 $7.65M 0.13% +320 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,244 shares; 2024Q4: 133,087 shares; 2025Q1: 116,493 shares; 2025Q2: 99,050 shares; 2025Q3: 35,821 shares 35,821 $7.61M 0.13% -63,229 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,730 shares; 2024Q4: 94,263 shares; 2025Q1: 90,644 shares; 2025Q2: 86,428 shares; 2025Q3: 84,271 shares 84,271 $7.53M 0.13% -2,157 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,476 shares; 2025Q1: 2,140 shares; 2025Q2: 4,693 shares; 2025Q3: 20,961 shares 20,961 $7.47M 0.13% +16,268 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,451 shares; 2024Q4: 42,514 shares; 2025Q1: 40,783 shares; 2025Q2: 35,967 shares; 2025Q3: 35,666 shares 35,666 $7.44M 0.13% -301 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,054 shares; 2024Q4: 657,698 shares; 2025Q1: 762,999 shares; 2025Q2: 925,138 shares; 2025Q3: 918,166 shares 918,166 $7.34M 0.13% -6,972 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: 13,158 shares; 2025Q1: 14,296 shares; 2025Q2: 16,750 shares; 2025Q3: 22,260 shares 22,260 $7.31M 0.12% +5,510 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 15,586 shares; 2025Q3: 15,586 shares 15,586 $7.23M 0.12% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,630 shares; 2024Q4: 24,843 shares; 2025Q1: 22,703 shares; 2025Q2: 19,452 shares; 2025Q3: 17,099 shares 17,099 $7.22M 0.12% -2,353 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,077 shares; 2025Q3: 88,349 shares 88,349 $7.08M 0.12% -26,728 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,859 shares; 2024Q4: 16,222 shares; 2025Q1: 14,463 shares; 2025Q2: 15,172 shares; 2025Q3: 15,805 shares 15,805 $7.03M 0.12% +633 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,809 shares; 2024Q4: 39,768 shares; 2025Q1: 37,772 shares; 2025Q2: 37,176 shares; 2025Q3: 35,806 shares 35,806 $6.9M 0.12% -1,370 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,748 shares; 2025Q1: 21,942 shares; 2025Q2: 76,849 shares; 2025Q3: 76,121 shares 76,121 $6.82M 0.12% -728 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,055 shares; 2024Q4: 50,863 shares; 2025Q1: 50,693 shares; 2025Q2: 50,462 shares; 2025Q3: 54,620 shares 54,620 $6.69M 0.11% +4,158 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,647 shares; 2024Q4: 43,021 shares; 2025Q1: 41,529 shares; 2025Q2: 40,653 shares; 2025Q3: 40,697 shares 40,697 $6.6M 0.11% +44 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,556 shares; 2025Q3: 29,282 shares 29,282 $6.51M 0.11% +726 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,070 shares; 2024Q4: 26,429 shares; 2025Q1: 24,877 shares; 2025Q2: 21,725 shares; 2025Q3: 21,736 shares 21,736 $6.47M 0.11% +11 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,194 shares; 2024Q4: 26,623 shares; 2025Q1: 26,874 shares; 2025Q2: 27,540 shares; 2025Q3: 27,213 shares 27,213 $6.43M 0.11% -327 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 29,074 shares; 2025Q1: 30,986 shares; 2025Q2: 33,839 shares; 2025Q3: 33,054 shares 33,054 $6.43M 0.11% -785 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,233 shares; 2024Q4: 59,164 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 5,907 shares 5,907 $6.37M 0.11% +5,680 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,151 shares; 2024Q4: 70,519 shares; 2025Q1: 61,243 shares; 2025Q2: 58,342 shares; 2025Q3: 56,065 shares 56,065 $6.29M 0.11% -2,277 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,163 shares; 2025Q1: 7,101 shares; 2025Q2: 45,001 shares; 2025Q3: 45,832 shares 45,832 $6.23M 0.11% +831 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,568 shares; 2025Q1: not reported; 2025Q2: 155,156 shares; 2025Q3: 158,365 shares 158,365 $6.21M 0.11% +3,209 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: 5,284 shares; 2025Q2: 61,755 shares; 2025Q3: 61,686 shares 61,686 $6.18M 0.11% -69 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,279 shares; 2025Q3: 40,492 shares 40,492 $6.11M 0.1% +34,213 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,157 shares; 2024Q4: 27,790 shares; 2025Q1: 22,536 shares; 2025Q2: 79,203 shares; 2025Q3: 77,043 shares 77,043 $6M 0.1% -2,160 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,876 shares; 2024Q4: 41,761 shares; 2025Q1: 43,502 shares; 2025Q2: 43,056 shares; 2025Q3: 41,884 shares 41,884 $5.96M 0.1% -1,172 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 18,286 shares; 2025Q1: not reported; 2025Q2: 4,778 shares; 2025Q3: 6,150 shares 6,150 $5.95M 0.1% +1,372 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 8,196 shares; 2025Q1: 7,741 shares; 2025Q2: 7,716 shares; 2025Q3: 7,554 shares 7,554 $5.84M 0.1% -162 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,563 shares; 2024Q4: 87,189 shares; 2025Q1: 84,290 shares; 2025Q2: 76,390 shares; 2025Q3: 74,120 shares 74,120 $5.6M 0.1% -2,270 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,745 shares; 2025Q1: 4,645 shares; 2025Q2: 17,314 shares; 2025Q3: 26,308 shares 26,308 $5.43M 0.09% +8,994 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,868 shares; 2024Q4: 34,309 shares; 2025Q1: 23,802 shares; 2025Q2: 26,337 shares; 2025Q3: 26,393 shares 26,393 $5.37M 0.09% +56 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 89,015 shares; 2025Q1: 81,761 shares; 2025Q2: 72,204 shares; 2025Q3: 68,099 shares 68,099 $5.34M 0.09% -4,105 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $5.28M 0.09% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,552 shares; 2025Q1: 1,993 shares; 2025Q2: 33,671 shares; 2025Q3: 35,972 shares 35,972 $5.26M 0.09% +2,301 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 14,945 shares; 2025Q1: 10,560 shares; 2025Q2: 73,718 shares; 2025Q3: 73,497 shares 73,497 $5.26M 0.09% -221 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 6,793 shares; 2025Q1: 4,544 shares; 2025Q2: 18,004 shares; 2025Q3: 18,544 shares 18,544 $5.23M 0.09% +540 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 23,114 shares; 2025Q1: 21,975 shares; 2025Q2: 25,822 shares; 2025Q3: 28,037 shares 28,037 $5.23M 0.09% +2,215 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,002 shares; 2024Q4: 79,009 shares; 2025Q1: 73,442 shares; 2025Q2: 64,252 shares; 2025Q3: 106,862 shares 106,862 $5.16M 0.09% +42,610 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,036 shares; 2024Q4: 60,312 shares; 2025Q1: 73,563 shares; 2025Q2: 76,437 shares; 2025Q3: 77,052 shares 77,052 $5.11M 0.09% +615 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,873 shares; 2024Q4: 325,413 shares; 2025Q1: 181,596 shares; 2025Q2: 111,550 shares; 2025Q3: 45,912 shares 45,912 $5.07M 0.09% -65,638 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 12,082 shares; 2025Q1: 10,678 shares; 2025Q2: 10,582 shares; 2025Q3: 10,362 shares 10,362 $4.94M 0.08% -220 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,514 shares; 2024Q4: 259,466 shares; 2025Q1: 238,420 shares; 2025Q2: 180,585 shares; 2025Q3: 102,013 shares 102,013 $4.92M 0.08% -78,572 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,760 shares; 2025Q3: 224,532 shares 224,532 $4.91M 0.08% -6,228 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,916 shares; 2024Q4: 148,446 shares; 2025Q1: 139,879 shares; 2025Q2: 129,701 shares; 2025Q3: 120,349 shares 120,349 $4.89M 0.08% -9,352 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,825 shares; 2024Q4: 227,904 shares; 2025Q1: 248,179 shares; 2025Q2: 266,121 shares; 2025Q3: 266,634 shares 266,634 $4.88M 0.08% +513 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 24,858 shares; 2025Q3: 25,349 shares 25,349 $4.83M 0.08% +491 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,668 shares; 2024Q4: 34,107 shares; 2025Q1: 31,307 shares; 2025Q2: 26,951 shares; 2025Q3: 28,322 shares 28,322 $4.74M 0.08% +1,371 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,077 shares; 2024Q4: 197,143 shares; 2025Q1: 195,142 shares; 2025Q2: 190,647 shares; 2025Q3: 58,421 shares 58,421 $4.54M 0.08% -132,226 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,055 shares; 2025Q3: 129,055 shares 129,055 $4.54M 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 6,619 shares; 2025Q1: 6,278 shares; 2025Q2: 6,153 shares; 2025Q3: 6,009 shares 6,009 $4.49M 0.08% -144 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 15,239 shares; 2025Q1: not reported; 2025Q2: 50,443 shares; 2025Q3: 47,060 shares 47,060 $4.46M 0.08% -3,383 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,947 shares; 2025Q1: 11,213 shares; 2025Q2: 12,118 shares; 2025Q3: 12,512 shares 12,512 $4.45M 0.08% +394 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,016 shares; 2024Q4: 288,606 shares; 2025Q1: 168,722 shares; 2025Q2: 109,650 shares; 2025Q3: 56,287 shares 56,287 $4.44M 0.08% -53,363 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,535 shares; 2025Q1: 1,988 shares; 2025Q2: 29,811 shares; 2025Q3: 29,391 shares 29,391 $4.4M 0.08% -420 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,768 shares; 2024Q4: 26,672 shares; 2025Q1: 23,955 shares; 2025Q2: 21,385 shares; 2025Q3: 21,381 shares 21,381 $4.39M 0.08% -4 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,673 shares; 2024Q4: 13,929 shares; 2025Q1: 7,587 shares; 2025Q2: 69,554 shares; 2025Q3: 66,141 shares 66,141 $4.36M 0.07% -3,413 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,420 shares; 2024Q4: 191,010 shares; 2025Q1: 190,388 shares; 2025Q2: 186,458 shares; 2025Q3: 186,458 shares 186,458 $4.34M 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,949 shares; 2024Q4: 24,015 shares; 2025Q1: 21,521 shares; 2025Q2: 22,279 shares; 2025Q3: 20,468 shares 20,468 $4.31M 0.07% -1,811 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,771 shares; 2024Q4: 89,334 shares; 2025Q1: 90,771 shares; 2025Q2: 93,609 shares; 2025Q3: 99,028 shares 99,028 $4.29M 0.07% +5,419 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,692 shares; 2024Q4: 13,677 shares; 2025Q1: 13,654 shares; 2025Q2: 12,810 shares; 2025Q3: 13,948 shares 13,948 $4.09M 0.07% +1,138 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,343 shares; 2025Q3: 48,343 shares 48,343 $4.09M 0.07% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 18,276 shares; 2025Q1: 16,993 shares; 2025Q2: 19,722 shares; 2025Q3: 19,993 shares 19,993 $4.07M 0.07% +271 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,938 shares; 2024Q4: 250,100 shares; 2025Q1: 178,571 shares; 2025Q2: 127,818 shares; 2025Q3: 85,818 shares 85,818 $4M 0.07% -42,000 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,879 shares; 2025Q3: 28,360 shares 28,360 $3.92M 0.07% -2,519 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,734 shares; 2024Q4: 74,638 shares; 2025Q1: 76,346 shares; 2025Q2: 81,386 shares; 2025Q3: 79,608 shares 79,608 $3.9M 0.07% -1,778 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,723 shares; 2024Q4: 32,949 shares; 2025Q1: 27,910 shares; 2025Q2: 23,889 shares; 2025Q3: 24,024 shares 24,024 $3.73M 0.06% +135 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 5,239 shares; 2025Q1: 5,299 shares; 2025Q2: 5,685 shares; 2025Q3: 7,712 shares 7,712 $3.7M 0.06% +2,027 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,019 shares; 2024Q4: 32,403 shares; 2025Q1: 31,387 shares; 2025Q2: 30,135 shares; 2025Q3: 27,472 shares 27,472 $3.6M 0.06% -2,663 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 3,512 shares; 2025Q1: 3,485 shares; 2025Q2: 3,807 shares; 2025Q3: 3,752 shares 3,752 $3.58M 0.06% -55 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,466 shares; 2025Q2: 36,241 shares; 2025Q3: 29,680 shares 29,680 $3.56M 0.06% -6,561 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,362 shares; 2025Q1: 9,250 shares; 2025Q2: 9,548 shares; 2025Q3: 9,610 shares 9,610 $3.55M 0.06% +62 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,851 shares; 2024Q4: 25,076 shares; 2025Q1: 22,730 shares; 2025Q2: 18,482 shares; 2025Q3: 17,894 shares 17,894 $3.5M 0.06% -588 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,968 shares; 2025Q2: 51,968 shares; 2025Q3: 52,105 shares 52,105 $3.46M 0.06% +137 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,784 shares 55,784 $3.39M 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,852 shares; 2024Q4: 95,943 shares; 2025Q1: 89,570 shares; 2025Q2: 91,848 shares; 2025Q3: 95,138 shares 95,138 $3.38M 0.06% +3,290 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,083 shares; 2025Q1: 3,165 shares; 2025Q2: 4,249 shares; 2025Q3: 4,183 shares 4,183 $3.33M 0.06% -66 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 8,701 shares; 2025Q1: 9,105 shares; 2025Q2: 55,507 shares; 2025Q3: 49,990 shares 49,990 $3.3M 0.06% -5,517 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 12,279 shares; 2025Q1: 13,511 shares; 2025Q2: 61,731 shares; 2025Q3: 59,382 shares 59,382 $3.17M 0.05% -2,349 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,087 shares; 2025Q1: 9,372 shares; 2025Q2: 10,629 shares; 2025Q3: 10,134 shares 10,134 $3.17M 0.05% -495 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,513 shares; 2024Q4: 74,727 shares; 2025Q1: 74,727 shares; 2025Q2: 74,545 shares; 2025Q3: 71,109 shares 71,109 $3.03M 0.05% -3,436 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,448 shares; 2024Q4: 18,165 shares; 2025Q1: 17,146 shares; 2025Q2: 15,135 shares; 2025Q3: 13,845 shares 13,845 $3.02M 0.05% -1,290 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,416 shares; 2024Q4: 68,721 shares; 2025Q1: 60,685 shares; 2025Q2: 62,032 shares; 2025Q3: 56,808 shares 56,808 $2.93M 0.05% -5,224 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,974 shares; 2025Q3: 35,354 shares 35,354 $2.87M 0.05% -620 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,770 shares; 2025Q1: 4,036 shares; 2025Q2: 30,828 shares; 2025Q3: 4,714 shares 4,714 $2.83M 0.05% -26,114 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,412 shares; 2024Q4: 10,802 shares; 2025Q1: 10,479 shares; 2025Q2: 11,794 shares; 2025Q3: 10,964 shares 10,964 $2.76M 0.05% -830 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,327 shares; 2025Q1: 3,765 shares; 2025Q2: 4,106 shares; 2025Q3: 4,030 shares 4,030 $2.75M 0.05% -76 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,491 shares; 2024Q4: 60,172 shares; 2025Q1: 60,084 shares; 2025Q2: 55,587 shares; 2025Q3: 52,597 shares 52,597 $2.65M 0.05% -2,990 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 35,896 shares; 2025Q1: 35,954 shares; 2025Q2: 38,141 shares; 2025Q3: 37,409 shares 37,409 $2.62M 0.04% -732 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,248 shares; 2024Q4: 145,166 shares; 2025Q1: 117,754 shares; 2025Q2: 104,612 shares; 2025Q3: 26,841 shares 26,841 $2.59M 0.04% -77,771 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,035 shares; 2024Q4: 79,092 shares; 2025Q1: 62,112 shares; 2025Q2: 56,344 shares; 2025Q3: 80,420 shares 80,420 $2.54M 0.04% +24,076 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,933 shares; 2024Q4: 76,941 shares; 2025Q1: 75,438 shares; 2025Q2: 76,336 shares; 2025Q3: 39,536 shares 39,536 $2.54M 0.04% -36,800 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,946 shares; 2024Q4: 39,186 shares; 2025Q1: 37,300 shares; 2025Q2: 30,978 shares; 2025Q3: 29,090 shares 29,090 $2.54M 0.04% -1,888 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,734 shares; 2025Q2: 22,834 shares; 2025Q3: 20,572 shares 20,572 $2.43M 0.04% -2,262 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,798 shares; 2024Q4: 223,472 shares; 2025Q1: 213,419 shares; 2025Q2: 42,771 shares; 2025Q3: 35,046 shares 35,046 $2.4M 0.04% -7,725 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 60,824 shares; 2025Q1: 77,124 shares; 2025Q2: 73,948 shares; 2025Q3: 73,948 shares 73,948 $2.36M 0.04% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 606 shares; 2025Q1: 588 shares; 2025Q2: 569 shares; 2025Q3: 534 shares 534 $2.29M 0.04% -35 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,940 shares; 2024Q4: 15,173 shares; 2025Q1: 14,177 shares; 2025Q2: 13,430 shares; 2025Q3: 13,328 shares 13,328 $2.27M 0.04% -102 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,507 shares; 2025Q2: 32,507 shares; 2025Q3: 32,507 shares 32,507 $2.26M 0.04% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,394 shares; 2025Q1: not reported; 2025Q2: 14,958 shares; 2025Q3: 17,413 shares 17,413 $2.26M 0.04% +2,455 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,046 shares; 2024Q4: 508,791 shares; 2025Q1: 529,225 shares; 2025Q2: 487,345 shares; 2025Q3: 113,103 shares 113,103 $2.21M 0.04% -374,242 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 94,527 shares; 2025Q1: 97,527 shares; 2025Q2: 101,327 shares; 2025Q3: 122,690 shares 122,690 $2.2M 0.04% +21,363 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,978 shares; 2024Q4: 47,479 shares; 2025Q1: 47,479 shares; 2025Q2: 47,479 shares; 2025Q3: 47,479 shares 47,479 $2.19M 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,450 shares; 2025Q1: 5,295 shares; 2025Q2: 5,943 shares; 2025Q3: 4,882 shares 4,882 $2.18M 0.04% -1,061 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,391 shares; 2025Q1: 3,160 shares; 2025Q2: 3,061 shares; 2025Q3: 3,427 shares 3,427 $2.09M 0.04% +366 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,454 shares; 2024Q4: 13,203 shares; 2025Q1: 16,631 shares; 2025Q2: 20,358 shares; 2025Q3: 21,787 shares 21,787 $2.08M 0.04% +1,429 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,600 shares; 2025Q1: 4,791 shares; 2025Q2: 4,178 shares; 2025Q3: 16,381 shares 16,381 $2.03M 0.03% +12,203 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 160 shares; 2025Q1: 195 shares; 2025Q2: 328 shares; 2025Q3: 374 shares 374 $2.02M 0.03% +46 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 813 shares; 2025Q1: 839 shares; 2025Q2: 2,013 shares; 2025Q3: 2,039 shares 2,039 $1.95M 0.03% +26 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,092 shares; 2025Q1: 4,328 shares; 2025Q2: 6,267 shares; 2025Q3: 5,936 shares 5,936 $1.92M 0.03% -331 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,888 shares; 2024Q4: 11,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,759 shares 34,759 $1.85M 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 11,405 shares; 2025Q1: 11,407 shares; 2025Q2: 11,405 shares; 2025Q3: 11,562 shares 11,562 $1.81M 0.03% +157 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,959 shares; 2025Q1: 4,957 shares; 2025Q2: 4,738 shares; 2025Q3: 4,780 shares 4,780 $1.79M 0.03% +42 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,204 shares; 2025Q1: 9,966 shares; 2025Q2: 9,008 shares; 2025Q3: 9,792 shares 9,792 $1.79M 0.03% +784 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 3,741 shares; 2025Q1: 4,558 shares; 2025Q2: 5,050 shares; 2025Q3: 6,039 shares 6,039 $1.77M 0.03% +989 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 9,414 shares; 2025Q1: 9,214 shares; 2025Q2: 9,025 shares; 2025Q3: 9,314 shares 9,314 $1.77M 0.03% +289 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,861 shares; 2024Q4: 24,148 shares; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 5,348 shares 5,348 $1.76M 0.03% +377 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,283 shares; 2025Q1: 5,189 shares; 2025Q2: 5,327 shares; 2025Q3: 5,128 shares 5,128 $1.75M 0.03% -199 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,340 shares; 2024Q4: 17,437 shares; 2025Q1: 17,494 shares; 2025Q2: 17,254 shares; 2025Q3: 16,034 shares 16,034 $1.72M 0.03% -1,220 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 10,691 shares; 2025Q1: not reported; 2025Q2: 10,548 shares; 2025Q3: 17,830 shares 17,830 $1.71M 0.03% +7,282 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,205 shares; 2024Q4: 33,070 shares; 2025Q1: 36,691 shares; 2025Q2: 36,570 shares; 2025Q3: 36,570 shares 36,570 $1.7M 0.03% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 4,218 shares; 2025Q3: 4,218 shares 4,218 $1.7M 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,739 shares; 2025Q1: 8,601 shares; 2025Q2: 8,001 shares; 2025Q3: 7,525 shares 7,525 $1.66M 0.03% -476 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,524 shares; 2025Q1: 4,392 shares; 2025Q2: 3,210 shares; 2025Q3: 3,485 shares 3,485 $1.66M 0.03% +275 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 5,763 shares; 2025Q1: 5,924 shares; 2025Q2: 5,882 shares; 2025Q3: 5,954 shares 5,954 $1.62M 0.03% +72 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,922 shares 15,922 $1.61M 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 17,051 shares; 2025Q1: 18,015 shares; 2025Q2: 14,934 shares; 2025Q3: 14,004 shares 14,004 $1.6M 0.03% -930 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,053 shares; 2024Q4: 29,977 shares; 2025Q1: 27,045 shares; 2025Q2: 24,149 shares; 2025Q3: 19,437 shares 19,437 $1.6M 0.03% -4,712 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,584 shares; 2025Q1: 2,943 shares; 2025Q2: 2,967 shares; 2025Q3: 5,293 shares 5,293 $1.59M 0.03% +2,326 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 195 shares 195 $1.57M 0.03% -2 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,111 shares; 2024Q4: 16,030 shares; 2025Q1: 16,228 shares; 2025Q2: 17,769 shares; 2025Q3: 15,759 shares 15,759 $1.54M 0.03% -2,010 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,498 shares; 2025Q1: 14,199 shares; 2025Q2: 20,964 shares; 2025Q3: 22,543 shares 22,543 $1.52M 0.03% +1,579 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,666 shares; 2024Q4: 54,294 shares; 2025Q1: 48,548 shares; 2025Q2: 37,223 shares; 2025Q3: 36,121 shares 36,121 $1.52M 0.03% -1,102 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,478 shares; 2025Q1: 6,932 shares; 2025Q2: 6,925 shares; 2025Q3: 6,886 shares 6,886 $1.49M 0.03% -39 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 1,292 shares; 2025Q1: 1,268 shares; 2025Q2: 1,654 shares; 2025Q3: 1,614 shares 1,614 $1.49M 0.03% -40 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,295 shares; 2024Q4: 17,994 shares; 2025Q1: 18,211 shares; 2025Q2: 18,006 shares; 2025Q3: 17,885 shares 17,885 $1.47M 0.03% -121 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,607 shares; 2024Q4: 29,607 shares; 2025Q1: 29,604 shares; 2025Q2: 28,751 shares; 2025Q3: 28,656 shares 28,656 $1.46M 0.03% -95 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,989 shares; 2024Q4: 16,038 shares; 2025Q1: 19,826 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares 19,826 $1.44M 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 11,782 shares; 2025Q1: 10,580 shares; 2025Q2: 10,642 shares; 2025Q3: 10,589 shares 10,589 $1.43M 0.02% -53 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,949 shares; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 14,735 shares 14,735 $1.42M 0.02% +12,464 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,974 shares; 2024Q4: 10,166 shares; 2025Q1: 9,501 shares; 2025Q2: 6,245 shares; 2025Q3: 5,768 shares 5,768 $1.41M 0.02% -477 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,851 shares; 2025Q2: 24,851 shares; 2025Q3: 24,944 shares 24,944 $1.41M 0.02% +93 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 5,793 shares; 2025Q1: 4,478 shares; 2025Q2: 5,536 shares; 2025Q3: 5,027 shares 5,027 $1.4M 0.02% -509 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,172 shares; 2025Q1: 3,224 shares; 2025Q2: 3,068 shares; 2025Q3: 2,846 shares 2,846 $1.39M 0.02% -222 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,634 shares; 2025Q1: 6,009 shares; 2025Q2: 5,647 shares; 2025Q3: 4,917 shares 4,917 $1.35M 0.02% -730 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,083 shares; 2025Q1: 9,905 shares; 2025Q2: 9,692 shares; 2025Q3: 9,554 shares 9,554 $1.33M 0.02% -138 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,802 shares; 2025Q2: 5,791 shares; 2025Q3: 5,654 shares 5,654 $1.33M 0.02% -137 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,120 shares; 2024Q4: 20,632 shares; 2025Q1: 20,291 shares; 2025Q2: 19,759 shares; 2025Q3: 18,939 shares 18,939 $1.32M 0.02% -820 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,918 shares; 2025Q1: 6,014 shares; 2025Q2: 6,346 shares; 2025Q3: 5,048 shares 5,048 $1.32M 0.02% -1,298 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 14,371 shares; 2025Q1: 13,763 shares; 2025Q2: 27,702 shares; 2025Q3: 26,386 shares 26,386 $1.29M 0.02% -1,316 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,967 shares; 2024Q4: 5,880 shares; 2025Q1: 8,160 shares; 2025Q2: 7,413 shares; 2025Q3: 11,776 shares 11,776 $1.25M 0.02% +4,363 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,878 shares; 2024Q4: 14,120 shares; 2025Q1: 14,149 shares; 2025Q2: 12,889 shares; 2025Q3: 12,817 shares 12,817 $1.25M 0.02% -72 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,584 shares; 2024Q4: 44,139 shares; 2025Q1: 33,115 shares; 2025Q2: 33,115 shares; 2025Q3: 33,115 shares 33,115 $1.25M 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 7,711 shares; 2025Q1: 7,026 shares; 2025Q2: 6,686 shares; 2025Q3: 6,473 shares 6,473 $1.24M 0.02% -213 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,818 shares; 2024Q4: 8,972 shares; 2025Q1: 8,236 shares; 2025Q2: 8,353 shares; 2025Q3: 7,583 shares 7,583 $1.21M 0.02% -770 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 12,274 shares; 2025Q1: 13,470 shares; 2025Q2: 18,258 shares; 2025Q3: 19,275 shares 19,275 $1.2M 0.02% +1,017 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,154 shares; 2024Q4: 47,776 shares; 2025Q1: 37,139 shares; 2025Q2: 40,559 shares; 2025Q3: 37,983 shares 37,983 $1.19M 0.02% -2,576 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 17,833 shares; 2025Q1: 17,833 shares; 2025Q2: 18,070 shares; 2025Q3: 18,000 shares 18,000 $1.17M 0.02% -70 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,037 shares; 2024Q4: 14,257 shares; 2025Q1: 10,443 shares; 2025Q2: 9,526 shares; 2025Q3: 9,075 shares 9,075 $1.16M 0.02% -451 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,538 shares; 2024Q4: 17,395 shares; 2025Q1: 12,030 shares; 2025Q2: 10,704 shares; 2025Q3: 10,215 shares 10,215 $1.13M 0.02% -489 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,306 shares; 2025Q1: not reported; 2025Q2: 10,482 shares; 2025Q3: 16,523 shares 16,523 $1.12M 0.02% +6,041 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 552 shares; 2025Q1: not reported; 2025Q2: 427 shares; 2025Q3: 1,731 shares 1,731 $1.11M 0.02% +1,304 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 4,010 shares; 2025Q1: 3,845 shares; 2025Q2: 3,169 shares; 2025Q3: 3,164 shares 3,164 $1.1M 0.02% -5 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,344 shares; 2024Q4: 13,899 shares; 2025Q1: 13,464 shares; 2025Q2: 11,420 shares; 2025Q3: 12,516 shares 12,516 $1.06M 0.02% +1,096 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5,097 shares; 2025Q1: 3,997 shares; 2025Q2: 3,189 shares; 2025Q3: 2,608 shares 2,608 $1.05M 0.02% -581 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 18,316 shares; 2025Q1: 12,297 shares; 2025Q2: 10,526 shares; 2025Q3: 9,336 shares 9,336 $1.04M 0.02% -1,190 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 11,523 shares; 2025Q1: 10,073 shares; 2025Q2: 9,028 shares; 2025Q3: 8,240 shares 8,240 $1.02M 0.02% -788 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 3,295 shares; 2025Q1: 3,452 shares; 2025Q2: 4,401 shares; 2025Q3: 4,121 shares 4,121 $1.02M 0.02% -280 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 3,123 shares 3,123 $999K 0.02% +1,980 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 18,955 shares; 2025Q3: 19,433 shares 19,433 $996K 0.02% +478 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,471 shares 12,471 $994K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,085 shares; 2025Q1: 4,100 shares; 2025Q2: 4,177 shares; 2025Q3: 4,184 shares 4,184 $960K 0.02% +7 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 4,170 shares; 2025Q1: 3,762 shares; 2025Q2: 3,754 shares; 2025Q3: 3,171 shares 3,171 $953K 0.02% -583 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,600 shares 53,600 $937K 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,347 shares; 2024Q4: 13,007 shares; 2025Q1: 13,098 shares; 2025Q2: 11,206 shares; 2025Q3: 12,178 shares 12,178 $934K 0.02% +972 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,069 shares; 2024Q4: 41,715 shares; 2025Q1: 34,031 shares; 2025Q2: 27,702 shares; 2025Q3: 27,026 shares 27,026 $931K 0.02% -676 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,279 shares; 2024Q4: 29,828 shares; 2025Q1: 26,144 shares; 2025Q2: 22,764 shares; 2025Q3: 20,822 shares 20,822 $928K 0.02% -1,942 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 31,818 shares; 2025Q1: 31,818 shares; 2025Q2: 31,818 shares; 2025Q3: 31,818 shares 31,818 $926K 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,454 shares; 2024Q4: 147,862 shares; 2025Q1: 6,681 shares; 2025Q2: 6,681 shares; 2025Q3: 6,681 shares 6,681 $920K 0.02% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,841 shares; 2024Q4: 10,087 shares; 2025Q1: 8,875 shares; 2025Q2: 9,141 shares; 2025Q3: 9,146 shares 9,146 $900K 0.02% +5 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 2,861 shares; 2025Q1: 4,875 shares; 2025Q2: 4,500 shares; 2025Q3: 4,186 shares 4,186 $899K 0.02% -314 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,122 shares; 2024Q4: 92,711 shares; 2025Q1: 86,490 shares; 2025Q2: 16,372 shares; 2025Q3: 10,696 shares 10,696 $889K 0.02% -5,676 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,016 shares; 2025Q3: 18,016 shares 18,016 $888K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,093 shares; 2025Q1: 2,163 shares; 2025Q2: 2,607 shares; 2025Q3: 6,778 shares 6,778 $874K 0.01% +4,171 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,844 shares; 2024Q4: 108,374 shares; 2025Q1: 70,520 shares; 2025Q2: 23,474 shares; 2025Q3: 19,398 shares 19,398 $863K 0.01% -4,076 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,813 shares; 2025Q1: 6,326 shares; 2025Q2: 6,605 shares; 2025Q3: 6,605 shares 6,605 $858K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 4,007 shares; 2025Q1: 3,736 shares; 2025Q2: 3,277 shares; 2025Q3: 3,601 shares 3,601 $849K 0.01% +324 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 428 shares; 2025Q3: 361 shares 361 $844K 0.01% -67 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,938 shares; 2024Q4: 10,665 shares; 2025Q1: 9,591 shares; 2025Q2: 9,231 shares; 2025Q3: 8,726 shares 8,726 $831K 0.01% -505 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,035 shares; 2025Q2: 10,008 shares; 2025Q3: 10,008 shares 10,008 $830K 0.01% 0 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 21,999 shares; 2025Q1: 21,082 shares; 2025Q2: 17,525 shares; 2025Q3: 14,693 shares 14,693 $829K 0.01% -2,832 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 11,913 shares; 2025Q1: 9,398 shares; 2025Q2: 8,431 shares; 2025Q3: 6,833 shares 6,833 $819K 0.01% -1,598 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,265 shares; 2025Q1: 2,360 shares; 2025Q2: 3,512 shares; 2025Q3: 3,723 shares 3,723 $817K 0.01% +211 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,220 shares; 2024Q4: 11,538 shares; 2025Q1: 9,843 shares; 2025Q2: 9,397 shares; 2025Q3: 8,856 shares 8,856 $810K 0.01% -541 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,605 shares; 2025Q1: 6,159 shares; 2025Q2: 5,479 shares; 2025Q3: 5,905 shares 5,905 $787K 0.01% +426 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 3,245 shares 3,245 $766K 0.01% +1,271 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 997 shares; 2025Q1: 1,049 shares; 2025Q2: 1,791 shares; 2025Q3: 1,789 shares 1,789 $762K 0.01% -2 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 5,406 shares 5,406 $757K 0.01% +3,867 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,738 shares; 2025Q1: not reported; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares 8,890 $755K 0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,085 shares; 2024Q4: 33,095 shares; 2025Q1: 33,095 shares; 2025Q2: 30,542 shares; 2025Q3: 30,542 shares 30,542 $754K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 990 shares; 2025Q1: 776 shares; 2025Q2: 668 shares; 2025Q3: 1,220 shares 1,220 $750K 0.01% +552 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 9,014 shares; 2025Q1: 9,072 shares; 2025Q2: 17,905 shares; 2025Q3: 9,132 shares 9,132 $741K 0.01% -8,773 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 23,064 shares; 2025Q1: 23,064 shares; 2025Q2: 23,064 shares; 2025Q3: 23,064 shares 23,064 $741K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: 2,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,270 shares 5,270 $736K 0.01% -300 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,610 shares; 2024Q4: 16,500 shares; 2025Q1: 13,702 shares; 2025Q2: 7,347 shares; 2025Q3: 5,133 shares 5,133 $735K 0.01% -2,214 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 11,815 shares; 2025Q1: 11,734 shares; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares 9,435 $734K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,692 shares; 2025Q1: 2,005 shares; 2025Q2: 2,686 shares; 2025Q3: 2,949 shares 2,949 $728K 0.01% +263 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,360 shares 2,360 $727K 0.01% -50 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 16,789 shares; 2025Q1: 16,931 shares; 2025Q2: 15,541 shares; 2025Q3: 15,466 shares 15,466 $718K 0.01% -75 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 2,776 shares; 2025Q1: 2,007 shares; 2025Q2: 2,010 shares; 2025Q3: 2,017 shares 2,017 $706K 0.01% +7 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,904 shares; 2025Q1: 2,199 shares; 2025Q2: 2,124 shares; 2025Q3: 2,614 shares 2,614 $678K 0.01% +490 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 3,999 shares; 2025Q1: 3,763 shares; 2025Q2: 6,903 shares; 2025Q3: 12,154 shares 12,154 $674K 0.01% +5,251 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 3,728 shares; 2025Q3: 4,628 shares 4,628 $674K 0.01% +900 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 3,413 shares 3,413 $668K 0.01% +6 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 7,581 shares; 2025Q1: not reported; 2025Q2: 7,461 shares; 2025Q3: 7,461 shares 7,461 $664K 0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,977 shares; 2025Q3: 8,977 shares 8,977 $662K 0.01% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,254 shares; 2025Q3: 13,450 shares 13,450 $661K 0.01% +5,196 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 6,840 shares; 2025Q1: 6,984 shares; 2025Q2: 6,620 shares; 2025Q3: 6,365 shares 6,365 $660K 0.01% -255 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,538 shares; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 10,035 shares; 2025Q3: 7,533 shares 7,533 $660K 0.01% -2,502 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,583 shares; 2024Q4: 24,373 shares; 2025Q1: 17,651 shares; 2025Q2: 12,541 shares; 2025Q3: 13,956 shares 13,956 $659K 0.01% +1,415 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 8,704 shares; 2025Q1: 6,945 shares; 2025Q2: 8,945 shares; 2025Q3: 15,228 shares 15,228 $645K 0.01% +6,283 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,625 shares; 2025Q1: 1,615 shares; 2025Q2: 2,663 shares; 2025Q3: 2,061 shares 2,061 $629K 0.01% -602 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,758 shares; 2024Q4: 146,935 shares; 2025Q1: 169,271 shares; 2025Q2: 153,988 shares; 2025Q3: 35,585 shares 35,585 $615K 0.01% -118,403 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,432 shares; 2024Q4: 55,617 shares; 2025Q1: 51,923 shares; 2025Q2: 48,574 shares; 2025Q3: 52,959 shares 52,959 $614K 0.01% +4,385 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,963 shares; 2025Q1: 5,253 shares; 2025Q2: 3,614 shares; 2025Q3: 3,275 shares 3,275 $613K 0.01% -339 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 4,351 shares; 2025Q1: 3,860 shares; 2025Q2: 3,926 shares; 2025Q3: 4,609 shares 4,609 $609K 0.01% +683 Timeline MNAT MARQUETTE NATL CORP More: the full row for MARQUETTE NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,528 shares; 2025Q2: 19,528 shares; 2025Q3: 19,328 shares 19,328 $600K 0.01% -200 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,667 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares; 2025Q3: 5,472 shares 5,472 $600K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 6,386 shares; 2025Q1: 8,594 shares; 2025Q2: 8,566 shares; 2025Q3: 7,558 shares 7,558 $594K 0.01% -1,008 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 532 shares; 2025Q1: 435 shares; 2025Q2: 455 shares; 2025Q3: 444 shares 444 $585K 0.01% -11 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 9,913 shares; 2025Q1: 11,905 shares; 2025Q2: 14,483 shares; 2025Q3: 14,889 shares 14,889 $584K 0.01% +406 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,535 shares; 2025Q1: 3,159 shares; 2025Q2: 3,554 shares; 2025Q3: 3,462 shares 3,462 $583K 0.01% -92 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 18,596 shares; 2025Q1: 18,596 shares; 2025Q2: 18,596 shares; 2025Q3: 18,596 shares 18,596 $579K 0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares 10,400 $577K 0.01% 0 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 16,466 shares; 2025Q1: 16,429 shares; 2025Q2: 16,402 shares; 2025Q3: 15,819 shares 15,819 $568K 0.01% -583 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,079 shares; 2025Q1: 2,975 shares; 2025Q2: 2,792 shares; 2025Q3: 2,564 shares 2,564 $561K 0.01% -228 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,476 shares; 2025Q3: 4,432 shares 4,432 $558K 0.01% -44 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,238 shares; 2025Q1: 11,644 shares; 2025Q2: 13,738 shares; 2025Q3: 16,819 shares 16,819 $537K 0.01% +3,081 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,698 shares 4,698 $535K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,974 shares; 2025Q1: 1,923 shares; 2025Q2: 1,485 shares; 2025Q3: 2,102 shares 2,102 $534K 0.01% +617 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 6,886 shares; 2025Q1: 7,559 shares; 2025Q2: 7,477 shares; 2025Q3: 7,477 shares 7,477 $534K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 558 shares; 2025Q1: 599 shares; 2025Q2: 618 shares; 2025Q3: 701 shares 701 $531K 0.01% +83 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 6,250 shares; 2025Q2: 6,864 shares; 2025Q3: 7,787 shares 7,787 $530K 0.01% +923 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 34,507 shares; 2025Q1: 41,503 shares; 2025Q2: 71,528 shares; 2025Q3: 78,121 shares 78,121 $515K 0.01% +6,593 VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,611 shares; 2025Q1: 3,611 shares; 2025Q2: 3,611 shares; 2025Q3: 3,611 shares 3,611 $515K 0.01% 0 Timeline FNWD FINWARD BANCORP More: the full row for FINWARD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 15,999 shares 15,999 $513K 0.01% -1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,214 shares; 2024Q4: 20,753 shares; 2025Q1: 14,436 shares; 2025Q2: 10,027 shares; 2025Q3: 9,655 shares 9,655 $512K 0.01% -372 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,381 shares 92,381 $508K 0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 7,688 shares; 2025Q1: 7,859 shares; 2025Q2: 7,328 shares; 2025Q3: 6,314 shares 6,314 $505K 0.01% -1,014 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 8,653 shares; 2025Q1: 7,078 shares; 2025Q2: 7,093 shares; 2025Q3: 4,042 shares 4,042 $498K 0.01% -3,051 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,108 shares; 2025Q1: 8,386 shares; 2025Q2: 8,350 shares; 2025Q3: 8,330 shares 8,330 $489K 0.01% -20 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,835 shares 7,835 $485K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 2,576 shares; 2025Q2: 2,603 shares; 2025Q3: 2,712 shares 2,712 $485K 0.01% +109 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,489 shares; 2025Q1: not reported; 2025Q2: 7,282 shares; 2025Q3: 7,819 shares 7,819 $482K 0.01% +537 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 2,231 shares; 2025Q3: 1,907 shares 1,907 $471K 0.01% -324 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,050 shares; 2025Q3: 19,050 shares 19,050 $465K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 2,662 shares; 2025Q1: 2,619 shares; 2025Q2: 2,714 shares; 2025Q3: 2,425 shares 2,425 $462K 0.01% -289 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 1,426 shares 1,426 $461K 0.01% -60 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,797 shares; 2025Q1: 2,404 shares; 2025Q2: 1,788 shares; 2025Q3: 1,773 shares 1,773 $461K 0.01% -15 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares 3,346 $461K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 7,264 shares; 2025Q1: 7,045 shares; 2025Q2: 7,140 shares; 2025Q3: 3,396 shares 3,396 $457K 0.01% -3,744 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049 $457K 0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,501 shares; 2024Q4: 41,457 shares; 2025Q1: 25,859 shares; 2025Q2: 23,883 shares; 2025Q3: 21,937 shares 21,937 $453K 0.01% -1,946 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,160 shares; 2025Q3: 7,160 shares 7,160 $453K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 628 shares 628 $451K 0.01% +39 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,617 shares; 2025Q3: 4,723 shares 4,723 $450K 0.01% +106 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 5,270 shares; 2025Q1: 4,238 shares; 2025Q2: 3,813 shares; 2025Q3: 3,225 shares 3,225 $447K 0.01% -588 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $444K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,199 shares; 2025Q1: 3,459 shares; 2025Q2: 2,687 shares; 2025Q3: 4,019 shares 4,019 $442K 0.01% +1,332 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,992 shares; 2025Q1: 3,016 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares 2,907 $442K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 11,106 shares; 2025Q1: 9,106 shares; 2025Q2: 10,180 shares; 2025Q3: 10,180 shares 10,180 $439K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 4,389 shares; 2025Q1: 4,399 shares; 2025Q2: 3,725 shares; 2025Q3: 3,708 shares 3,708 $439K 0.01% -17 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,934 shares 1,934 $436K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,980 shares; 2024Q4: 16,854 shares; 2025Q1: 11,491 shares; 2025Q2: 9,803 shares; 2025Q3: 8,580 shares 8,580 $433K 0.01% -1,223 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,648 shares; 2024Q4: 19,273 shares; 2025Q1: 13,320 shares; 2025Q2: 9,109 shares; 2025Q3: 7,225 shares 7,225 $432K 0.01% -1,884 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares 2,707 $427K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,318 shares; 2024Q4: 8,318 shares; 2025Q1: 8,318 shares; 2025Q2: 8,318 shares; 2025Q3: 8,154 shares 8,154 $426K 0.01% -164 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,845 shares 3,845 $425K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 7,932 shares; 2025Q1: 8,204 shares; 2025Q2: 6,618 shares; 2025Q3: 7,115 shares 7,115 $425K 0.01% +497 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 15,115 shares; 2025Q1: 22,497 shares; 2025Q2: 22,469 shares; 2025Q3: 16,869 shares 16,869 $419K 0.01% -5,600 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 12,924 shares; 2025Q1: 9,140 shares; 2025Q2: 7,535 shares; 2025Q3: 7,013 shares 7,013 $419K 0.01% -522 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,004 shares; 2024Q4: 85,251 shares; 2025Q1: not reported; 2025Q2: 5,504 shares; 2025Q3: 5,501 shares 5,501 $415K 0.01% -3 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,475 shares; 2025Q1: 7,427 shares; 2025Q2: 5,829 shares; 2025Q3: 4,955 shares 4,955 $414K 0.01% -874 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares; 2025Q3: 3,583 shares 3,583 $410K 0.01% +725 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,787 shares; 2025Q1: 8,035 shares; 2025Q2: 8,062 shares; 2025Q3: 6,626 shares 6,626 $404K 0.01% -1,436 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 9,890 shares; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 1,971 shares 1,971 $404K 0.01% -21 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,851 shares; 2025Q1: 6,455 shares; 2025Q2: 5,554 shares; 2025Q3: 5,937 shares 5,937 $400K 0.01% +383 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 671 shares; 2025Q1: 673 shares; 2025Q2: 969 shares; 2025Q3: 927 shares 927 $399K 0.01% -42 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,206 shares; 2025Q1: 1,424 shares; 2025Q2: 1,656 shares; 2025Q3: 1,179 shares 1,179 $392K 0.01% -477 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,331 shares 2,331 $392K 0.01% -187 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,048 shares; 2025Q1: 1,507 shares; 2025Q2: 1,600 shares; 2025Q3: 1,879 shares 1,879 $390K 0.01% +279 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 1,583 shares; 2025Q2: not reported; 2025Q3: 2,324 shares 2,324 $382K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 4,473 shares 4,473 $377K 0.01% -304 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,944 shares; 2024Q4: 14,924 shares; 2025Q1: 10,268 shares; 2025Q2: 7,974 shares; 2025Q3: 6,332 shares 6,332 $375K 0.01% -1,642 BNPQY BNP PARIBAS-ADR More: the full row for BNP PARIBAS-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 9,841 shares; 2025Q1: 8,743 shares; 2025Q2: 7,943 shares; 2025Q3: 8,184 shares 8,184 $372K 0.01% +241 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,378 shares; 2025Q1: 6,343 shares; 2025Q2: 5,494 shares; 2025Q3: 5,827 shares 5,827 $369K 0.01% +333 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,245 shares; 2024Q4: 16,825 shares; 2025Q1: 16,825 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares 10,985 $367K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,281 shares; 2025Q1: 3,476 shares; 2025Q2: 3,472 shares; 2025Q3: 2,159 shares 2,159 $366K 0.01% -1,313 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,237 shares; 2025Q1: 6,474 shares; 2025Q2: 5,595 shares; 2025Q3: 5,595 shares 5,595 $365K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 234 shares; 2025Q1: 230 shares; 2025Q2: 2,700 shares; 2025Q3: 3,375 shares 3,375 $364K 0.01% +675 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 1,336 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,064 shares 1,064 $361K 0.01% -19 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 14,249 shares; 2025Q1: 13,960 shares; 2025Q2: 14,049 shares; 2025Q3: 13,634 shares 13,634 $360K 0.01% -415 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4,242 shares; 2025Q1: 3,860 shares; 2025Q2: 3,668 shares; 2025Q3: 2,833 shares 2,833 $359K 0.01% -835 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,025 shares 2,025 $358K 0.01% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 18,236 shares; 2025Q1: 13,901 shares; 2025Q2: 14,398 shares; 2025Q3: 15,491 shares 15,491 $355K 0.01% +1,093 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 5,414 shares; 2025Q1: 5,134 shares; 2025Q2: 6,934 shares; 2025Q3: 7,503 shares 7,503 $355K 0.01% +569 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 17,882 shares; 2025Q1: 14,499 shares; 2025Q2: 14,211 shares; 2025Q3: 13,559 shares 13,559 $354K 0.01% -652 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 4,225 shares; 2025Q1: 2,011 shares; 2025Q2: 2,155 shares; 2025Q3: 1,983 shares 1,983 $352K 0.01% -172 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,627 shares; 2025Q1: 3,084 shares; 2025Q2: 3,405 shares; 2025Q3: 3,766 shares 3,766 $351K 0.01% +361 Timeline PPRUY KERING UNSPONSORED ADR (FRA) More: the full row for KERING UNSPONSORED ADR (FRA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 15,220 shares; 2025Q1: 10,986 shares; 2025Q2: 11,016 shares; 2025Q3: 10,548 shares 10,548 $350K 0.01% -468 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,560 shares; 2024Q4: 33,952 shares; 2025Q1: 33,290 shares; 2025Q2: 34,459 shares; 2025Q3: 33,167 shares 33,167 $348K 0.01% -1,292 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,460 shares; 2025Q3: 3,400 shares 3,400 $345K 0.01% -60 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,756 shares; 2025Q2: 17,544 shares; 2025Q3: 17,001 shares 17,001 $344K 0.01% -543 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,539 shares; 2024Q4: 67,556 shares; 2025Q1: not reported; 2025Q2: 2,983 shares; 2025Q3: 2,980 shares 2,980 $341K 0.01% -3 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 692 shares 692 $341K 0.01% +83 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,757 shares; 2025Q1: 1,929 shares; 2025Q2: 2,052 shares; 2025Q3: 1,770 shares 1,770 $334K 0.01% -282 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,558 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares 2,542 $331K 0.01% 0 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $329K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares 7,000 $329K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,863 shares; 2024Q4: 128,654 shares; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,893 shares 2,893 $325K 0.01% +205 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,915 shares; 2025Q1: 1,634 shares; 2025Q2: 1,855 shares; 2025Q3: 1,621 shares 1,621 $325K 0.01% -234 Timeline CODYY COMPAGNIE DE ST GOBAIN ADR - U More: the full row for COMPAGNIE DE ST GOBAIN ADR - U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,297 shares; 2024Q4: 22,662 shares; 2025Q1: 16,134 shares; 2025Q2: 15,742 shares; 2025Q3: 14,959 shares 14,959 $322K 0.01% -783 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 23,859 shares; 2025Q1: 21,673 shares; 2025Q2: 20,826 shares; 2025Q3: 22,744 shares 22,744 $322K 0.01% +1,918 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,175 shares; 2025Q1: 4,201 shares; 2025Q2: 3,854 shares; 2025Q3: 1,983 shares 1,983 $322K 0.01% -1,871 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 1,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares 2,267 $321K 0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,047 shares; 2025Q1: 4,349 shares; 2025Q2: 4,349 shares; 2025Q3: 4,349 shares 4,349 $321K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 1,383 shares; 2025Q3: 1,585 shares 1,585 $319K 0.01% +202 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 9,029 shares; 2025Q1: 9,828 shares; 2025Q2: 10,310 shares; 2025Q3: 10,252 shares 10,252 $319K 0.01% -58 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,118 shares; 2025Q1: 1,906 shares; 2025Q2: 2,168 shares; 2025Q3: 1,819 shares 1,819 $318K 0.01% -349 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 6,260 shares; 2025Q1: not reported; 2025Q2: 6,187 shares; 2025Q3: 5,471 shares 5,471 $317K 0.01% -716 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 384 shares 384 $317K 0.01% -4 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares 10,400 $316K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 728 shares; 2025Q3: 644 shares 644 $316K 0.01% -84 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,798 shares; 2025Q2: 11,563 shares; 2025Q3: 11,563 shares 11,563 $316K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,183 shares; 2025Q3: 1,759 shares 1,759 $313K 0.01% -15,424 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,390 shares; 2025Q1: 1,560 shares; 2025Q2: 1,653 shares; 2025Q3: 1,760 shares 1,760 $313K 0.01% +107 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,737 shares; 2025Q2: 6,604 shares; 2025Q3: 6,488 shares 6,488 $309K 0.01% -116 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,399 shares; 2025Q1: 3,561 shares; 2025Q2: 3,500 shares; 2025Q3: 3,346 shares 3,346 $304K 0.01% -154 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,286 shares; 2025Q1: 8,161 shares; 2025Q2: 7,536 shares; 2025Q3: 7,536 shares 7,536 $304K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,673 shares; 2024Q4: 21,333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,708 shares 15,708 $301K 0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,452 shares; 2025Q1: 2,603 shares; 2025Q2: 1,964 shares; 2025Q3: 1,969 shares 1,969 $299K 0.01% +5 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $299K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 213 shares; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares 155 $296K 0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 8,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,916 shares 6,916 $294K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 3,590 shares; 2025Q1: 3,200 shares; 2025Q2: 3,041 shares; 2025Q3: 2,851 shares 2,851 $294K 0.01% -190 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,844 shares; 2025Q1: 2,653 shares; 2025Q2: 2,632 shares; 2025Q3: 3,544 shares 3,544 $293K 0.01% +912 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,961 shares; 2024Q4: 29,517 shares; 2025Q1: 23,601 shares; 2025Q2: 20,407 shares; 2025Q3: 16,951 shares 16,951 $293K 0.01% -3,456 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares 2,886 $291K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares 1,530 $291K <0.01% new Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,667 shares; 2025Q3: 6,024 shares 6,024 $287K <0.01% +357 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,021 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares 3,015 $287K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 1,523 shares; 2025Q1: 1,311 shares; 2025Q2: 1,323 shares; 2025Q3: 994 shares 994 $287K <0.01% -329 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 439 shares 439 $285K <0.01% -10 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 5,616 shares; 2025Q1: 5,568 shares; 2025Q2: 4,324 shares; 2025Q3: 4,256 shares 4,256 $285K <0.01% -68 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 19,841 shares; 2025Q1: 18,552 shares; 2025Q2: 18,403 shares; 2025Q3: 17,857 shares 17,857 $285K <0.01% -546 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,116 shares; 2025Q1: 1,259 shares; 2025Q2: 1,095 shares; 2025Q3: 1,092 shares 1,092 $284K <0.01% -3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,535 shares; 2025Q1: 2,887 shares; 2025Q2: 1,388 shares; 2025Q3: 1,407 shares 1,407 $283K <0.01% +19 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: 2,134 shares 2,134 $283K <0.01% -428 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 9,693 shares; 2025Q1: 9,513 shares; 2025Q2: 9,513 shares; 2025Q3: 9,513 shares 9,513 $282K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 6,050 shares; 2025Q1: 4,190 shares; 2025Q2: 3,450 shares; 2025Q3: 3,110 shares 3,110 $281K <0.01% -340 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $281K <0.01% new Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares 1,675 $280K <0.01% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,299 shares 5,299 $280K <0.01% new Timeline